Series 7: 16.6 Education Savings Plans

A more recent update after taking my Series 7 exam: Within one year of joining the financial industry, Solomon materials have gotten me a 100%, 4 for 4 pass rate with the SIE, S6, 63 and S7 all completed within 10 months. Once again, the materials and practice tests prepared me for the S7 exam better than I could've imagined. I will continue to refer people to Solomon, as the material, customer service, and whole experience has been unmatched.

Alex Coyne, Northwestern Mutual. Pensacola, FL

Thank you so much for your great study materials! I have used you to pass my Series 6, 63 and most recently my Series 7 all on the first try. The practice exams and video lectures were great and extremely helpful. Will definitely be using your study material for any future exams and will recommend you to other people

Louis Orsatti, NY LIFE Securities, Boston, MA

Thank you...thank you. I took my Series 7 yesterday and passed....1st try. Read the whole book 3 times. My system was to go through and answer the questions I was positive about. Good guess at the others and park them for review. The hardest part is trying to understand what they are actually asking. This way I wasn’t bogged down and stressed being stuck on a question. Second time around go through all those parked questions...digging deeper...checking my calculations etc. again parking the ones that totally stumped me. Third time around....educated guesses and what seemed to make sense. Also, on my way there, I was picturing myself in the room....sitting at the computer (yes, I took a dry run to see the inside). It took that part of the unknown out of the equation. Be prepared for the masks and Covid precautions. Any options questions, as tricky as they make them, I would look at my charts and was able to make sense of what they were asking. Finished the test in record time. Being prepared gave me the confidence to get through it. Many thanks Lorraine

Lorraine Harrod, PNC, Lewes, DE

Solomon Exam Prep helped me pass the Series SIE, 63, 65 and 7 exams. The study materials are easy to understand and practice exams were very helpful, especially with the passing probability to gauge my exam readiness. The instructor for all web classes were really worth it as I could get directly answers for my questions. I couldn't have pass these exams without Solomon's help. Thank you!

The vocabulary on the test was slightly different, (they used the word tendered a lot) and so navigating the different financial vocabulary was a minor challenge. That being said, I felt comfortable in my knowledge and was able to break down and understand a large majority of the exam because of Solomon Exam Prep. I passed and felt confident!
I am so happy with Solomon! So far, I've passed the SIE and Series 7 exam because I used their program to study. I am currently using their program to study for the Series 66 now. The practice exams are invaluable and are the best way to learn! I would give 10/5 stars.

Abbigayle Hanoch, LPL Financial. Ventura, CA

Dear Solomon Team, Happy to inform you that I took and passed the Series 7 this past Tuesday. I was not able to prepare as much as I had planned, and would not recommend someone taking the exam at the point I was at in my preparation, but the circumstances demanded it and it worked out. The depth and breadth of material I was able to cover with Solomon obviously played no small part. I am deeply grateful for your partnership for both the SIE and the 7 top-off as I transition from law practice into an RIA compliance role. This has been a big change and your materials and support have been indispensable. I want to particularly note that your audiobook feature is a key distinguishing factor for me. It undoubtedly helped me absorb the material and is an ideal complement to material that is presented in such a way as to benefit those of us who need to learn the “why’s” in the material and not just a series of independently-existing spontaneously-combusted facts. I’m sure both methods work for exam takers, but Solomon excels in the former. Also, as a dad to a half-dozen crew and an auditory learner, an audiobook format helps when your geographic coordinates at the start of a lesson are not the same as those at the end. Thanks again to everyone at Solomon!

Eduardo Mordujovich, Gainesville, FL